See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,934 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,110 | $65,376-24.9% | $87,100-43.6% | $65,185-24.7% |
| Participation rate | 89.7% | 75.3%+14.4pp | 76.9%+12.8pp | 70.2%+19.5pp |
| Annual return | 22.01% | 31.27%-9.3pp | 28.19%-6.2pp | 29.38%-7.4pp |
| Employer contribution / active EE | $1,970 | $1,822+8.1% | $2,521-21.9% | $2,177-9.5% |
| Participant deferral / active EE | $4,112 | $3,388+21.4% | $4,049+1.6% | $3,514+17.0% |
| Admin fee / account holder | $162 | $520-68.7% | $7,497-97.8% | $847-80.8% |